See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,955 | $159,901-73.1% | $146,958-70.8% | $145,922-70.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.20% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $18,040 | $5,286+241.3% | $4,933+265.7% | $4,660+287.2% |
| Participant deferral / active EE | $8,013 | $8,428-4.9% | $8,070-0.7% | $6,688+19.8% |
| Admin fee / account holder | $92 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |